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BRIDGING THE GAP

Personal advice and wealth management.

Current Monthly Newsletter  |  Current ExxonMobil Newsletter

John & Sue's Big RV Adventure! Thumbnail

John & Sue's Big RV Adventure!

We had talked before about taking an RV around the States, as we had done in Europe in the 70’s, but the draw of far-flung countries always pulled us away. Then came COVID-19 and we were destined to remain in Houston through a long, lonely, hot summer... Our wonderful kids suggested we take three months and do that road trip we had talked about over the years!

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Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO) Thumbnail

Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil Retiree Medical Plan option to the ExxonMobil Medicare Primary Option (MPO), also known as a Medicare Advantage plan, or you can opt-out of the MPO and go into traditional Medicare. How should you make the decision? What are the differences or key variables you should consider?

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A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability Thumbnail

A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability

As we grow older, I suspect we all have moments in which we wonder whether we’re experiencing normal forgetfulness…or are we showing the first signs of dementia? We may joke about it, but we have to think about the possibility if we’re realistic. Here are four steps to take to prepare yourself and your loved ones for the possibility you may at some point suffer from diminished mental capability or be at increased risk of financial exploitation.

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Be a Smart Credit Card Consumer Thumbnail

Be a Smart Credit Card Consumer

Often times, the decision as to which credit card to use is made with not a lot of research or foresight. This causes consumers to sign up for credit cards that do not fit their needs, incorrectly use their card, overspend, and worse, fall into a never-ending debt cycle.

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